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3 “Musts” When Downsizing for Retirement

Downsizing means to make something smaller. No matter if that ‘something’ is an old CD collection or the big pile of junk in your garage. But when you’re facing reducing everything you own so you can retire to a neat little cottage for a well-earned life of leisure, it’s another matter altogether. It’s your whole life! Downsizing: Here’s What You N...Read More

Downsizing Seasonally – As the Seasons Change So Should Your Closet (and Your Garage/Shed)

If your closet is a chaotic mess, it might be time to try some seasonal downsizing. All it takes is an afternoon or two and the right frame of mind – and perhaps a little caffeine! The following guidelines can help streamline this often important dive into the inner recesses of your closet.

How to Save Money as a 55+ Traveler

Are you an empty nester? Are you retired or planning for retirement? Then I’m sure you’ve thought about the new possibilities and opportunities that await, one of which is the luxury of being able to travel. However, if you’re like many 55-plus folks, you may be on a limited or restricted budget. This means you want to save money as you plan ...Read More

Talking Money with Siblings: Beyond Rivalry

Key Points Nearly two-thirds of siblings talk about money with each other While financial conflicts are rare, they usually involve issues regarding parents Uniting to deal with money issues can help protect family assets Talking about money with immediate family members is not always an easy conversation to initiate. Why? For starters, the conversa...Read More

Giving A Powerful Gift To Your Loved Ones

My sisters and I were fortunate. My Mother was a very forward-thinking individual. Years before she (and my Father) died, Mom started going through her closets, her paperwork, her jewelry, the items in her safe, her garden area and the storage shed next to it. She tossed items that were outdated, expired, and the things that were no longer useful t...Read More

Need a Lifestyle “Do-Over?” Here’s 8 Great Steps – Just for Us!

Here’s a truth.  It’s simple.  After Fifty, opportunities for “do-overs” are few and far between. A friend colored my hair for me. Kind of a friend.  And, thank heavens I know someone who can strip out this awful color.  Ahhhh, thanks for do-overs!  But other situations, sometimes with far reaching implications, just can’t be R...Read More

FYI – Retirement Communities – Here’s Your Primer on Amenities AND Costs!

When you’re planning to retire, one of the first things to come up for consideration is whether it’s worth moving into a retirement community. The ultimate decision normally depends on the amenities and costs.    Of course, pinning down costs can be tricky, as there are so many factors that come into play, ranging from where you plan to retire, to ...Read More

Would You Know If Your Parent(s) Need(s) Care?

Some people live their entire lives with little or no assistance from family and friends, but today Americans are living longer than ever before. And while caring for your aging parents is something you hope you can handle when the time comes, it’s probably the last thing you want to think about. The first step: talk to your parents. How to get the...Read More

Thinking Retirement? Here’s Our Top $$ Tips

Thinking Retirement?  Planning on just “letting it happen?”  Go ahead.  Give it a little thought – and these tips can really help! Have a discovery phase Call it an assessment, checkup or discovery, but a key part of planning for retirement is taking an overall look at what’s going on. See where your money is invested, check...Read More

Need A Financial Planner? 6 Important Steps BEFORE You Sign On

You spend a lifetime working and saving, amassing a retirement nest egg and wondering how best to invest it and make it last. Then you meet a financial adviser at a free investment seminar at work. You come to trust the planner, who advises you to take a lump-sum payout of your retirement account and let him reinvest it. He says the money will last...Read More

How to Become Financially Free from Adult Children

We love our children. We want to support them and watch them grow into stable, happy adults. But sometimes adulthood gets stalled, financially. It’s a normal part of the foray into adulthood; high rent, low pay, high debt, low expendable cash. For your adult children, the trouble with starting out isn’t just learning to manage that paycheck, but to...Read More

Retirement Ideas? One Size May Not Fit All!

One size doesn’t always fit all, especially when it comes to retirement advice. In fact, some of the most time-honored rules of thumb for managing your finances after the end of your primary working years may not make sense in your specific situation. On the other hand, they might make perfect sense. As is usually the case, whether retirement...Read More

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